Today
Customer
Job
Quotation details (number, terms, VAT, comments)
Internal note for the team
Only visible here. It is not shown on the quotation or the PDF.
Cost and price breakdown (internal)
Customer quotation
The PDF contains only what the customer sees. Costs and margins are never included.
Saved quotes
New event
Dashboard
Revenue and estimated profit per month
Per month and quarter
Top customers by revenue
Team members
Log hours
Hours worked
Supplier orders
Order
Items and price
Delivery
Payment to the supplier
Notes
Order
Quote follow-up
Relations
Contact
Status and notes
Relation
Invoices
To create an invoice, open Saved quotes and press Create invoice on the quote.
Payments
The deposit entered under Invoice is already taken off the amount due. Add only payments received after that.
Invoice
Billing address
Installation address
Invoice lines
Special instructions
The request to state the invoice number in the transaction description is always added as the first line.
Banking details
Customer invoice
Costs
Margins
Share of the selling price. Price = cost / (1 − margin). Keep each below 100%.
Quotation defaults
Company (footer of quotations and invoices)
Invoice defaults
Bank details
Supplier orders
Backup
Downloads everything on this page (quotes, invoices, relations, orders, team hours, calendar and settings) as one file. Restoring adds the records from a backup and overwrites records with the same id. Nothing else is deleted.
Route calculation (Google Maps)
Quotation numbers look like QDE2610001 and invoices like INVDE2610001 (Q or INV, country, year, month, running number for that country and month). The invoice number copies the quotation number. In Google Cloud, enable the Routes API and restrict the key to it. The key is stored in your private database.
Load from my Excel workbook
Choose your workbook (.xlsx). The page reads the Rates, Quote Details and Invoice Details tabs and fills the fields on this page. Nothing is uploaded anywhere else.